401(k) · DOL Form 5500 · 2023

Southern California Permanente Medical Group 401(k) Plan

Data updated 2026-08-06

N/A
Total assets
2,303
Participants
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Official DOL plan name: Southern California Permanente Medical Group Tax Savings Retirement Plan · Sponsored by Southern California Permanente Medical Group · California · Healthcare & Social Assistance

N/A in assets, 2,303 participants

Southern California Permanente Medical Group's Southern California Permanente Medical Group Tax Savings Retirement Plan reported N/A in total assets and 2,303 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Coverage in California

Southern California Permanente Medical Group Tax Savings Retirement Plan covers 2,303 participants in California, 3.6x the typical California plan (state average ~637 per filing). Assets: N/A.

N/A
total plan assets (2023 EOY)
2,303
covered participants
$66M
reported net income

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern California Permanente Medical Group Tax Savings Retirement Plan reported net income rose from -$69M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Southern California Permanente Medical Group Tax Savings Retirement Plan reported participants rose from 2,204 in the plan year 2022 filing to 2,303 in the plan year 2023 filing.

See the national 2023→2024 release diff →

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. Southern California Permanente Medical Group Tax Savings Retirement Plan reports 2,303 participants - 3.6x that state average (N/A EOY assets).

California filing particulars

Total Assets (Beginning of Year)$338M
Net Assets (End of Year)N/A
Net Income$66M
Employer EIN951750445
Plan Effective Date1983-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern California Permanente Medical Group)

$15B$20B$25B$30B 202220232024 $18.9B $26.2B ▲ +38.7%
Total plan assets by year, all Southern California Permanente Medical Group plans on file
Year Plans Participants Total Assets
2022 5 81,226 $18.9B
2023 5 83,002 $20.9B
2024 7 116,967 $26.2B

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southern California Permanente Medical Group Tax Savings Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Southern California Permanente Medical Group Tax Savings Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 5 data points. 50000100000150000200000250000 102030405060 Total assets ($B) Participants Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Southern California Permanente Medical Group Tax Savings Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Frequently Asked Questions

How have Southern California Permanente Medical Group plan assets changed over time?
Across 3 plan years on file (2022-2024), Southern California Permanente Medical Group's sponsor-wide assets grew 38.7%, from $18.9B to $26.2B.

Next read for Southern California Permanente Medical G…

Filing takeaways

Ways to act on Southern California Permanente Medical Group Tax Savings Retirement Plan's numbers.